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Farther Finance Advisors’s American Electric Power AEP Stock Holding History

Farther Finance Advisors’s Portfolio AEP Stock Details AEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.07M Buy
34,343
+5,558
+19% +$704K 0.03% 500
2026
Q2 		$3.94M Buy
28,785
+3,176
+12% +$418K 0.03% 480
2026
Q1 		$3.37M Buy
25,609
+2,746
+12% +$344K 0.03% 465
2025
Q4 		$2.64M Buy
22,863
+6,512
+40% +$769K 0.03% 487
2025
Q3 		$1.84M Buy
16,351
+5,374
+49% +$588K 0.03% 485
2025
Q2 		$1.14M Buy
10,977
+758
+7% +$78.9K 0.02% 543
2025
Q1 		$1.11M Buy
10,219
+3,661
+56% +$371K 0.03% 466
2024
Q4 		$605K Sell
6,558
-684
-9% -$66.2K 0.02% 523
2024
Q3 		$743K Buy
7,242
+224
+3% +$21.9K 0.03% 447
2024
Q2 		$613K Buy
7,018
+1,466
+26% +$128K 0.03% 416
2024
Q1 		$469K Buy
5,552
+2,070
+59% +$168K 0.03% 410
2023
Q4 		$283K Buy
3,482
+783
+29% +$60.8K 0.02% 465
2023
Q3 		$203K Buy
2,699
+2,017
+296% +$164K 0.03% 385
2023
Q2 		$57.4K Buy
682
+230
+51% +$20.3K 0.01% 627
2023
Q1 		$41.1K Sell
452
-24
-5% -$2.19K 0.01% 661
2022
Q4 		$45.2K Buy
+476
New +$43.3K 0.02% 516

Other funds holding AEP

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
EIA
Eastover Investment Advisors Charlotte, North Carolina $257M AUM 14.8% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors's AEP Position: Q3 2026 in Review

Farther Finance Advisors increased its American Electric Power (AEP) stake by 19% in Q3 2026, buying an estimated $704K and bringing the position to 34,343 shares worth $4.07M. The position accounts for 0.03% of the portfolio, ranked #500.

Farther Finance Advisors first reported a position in AEP in Q4 2022 and has held it in 16 quarters since. 60 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

  • Farther Finance Advisors held 34,343 shares of American Electric Power worth $4.07M as of Q3 2026.
  • Farther Finance Advisors bought 5,558 American Electric Power shares in Q3 2026, an estimated $704K.
  • American Electric Power made up 0.03% of Farther Finance Advisors's portfolio in Q3 2026, its #500 holding.
  • Farther Finance Advisors first reported a position in American Electric Power in Q4 2022 and has held it in 16 quarters since.
  • 60 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.